+48.8%
KR vs ARMK
+147.8%
-99.0%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | -2.7% | -0.9% | -1.8% | -2.6% |
| 30D | +1.9% | -5.9% | +7.9% | +2.4% |
| 3M | -11.0% | +6.7% | -17.7% | -11.5% |
| 6M | -20.2% | +42.5% | -62.8% | -22.6% |
| YTD | -7.3% | +55.1% | -62.4% | -10.9% |
| 1Y | -13.1% | +50.3% | -63.4% | -16.3% |
| 3Y | +29.7% | +122.2% | -92.5% | +17.6% |
| 5Y | +48.8% | +155.2% | -106.4% | +30.3% |
| All | +48.8% | +147.8% | -99.0% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ARMK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling